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Educational Development Corp

23 hedge funds and large institutions have $15.9M invested in Educational Development Corp in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.34% less ownership

Funds ownership: 20.86%20.52% (-0.34%)

9% less capital invested

Capital invested by funds: $17.5M → $15.9M (-$1.56M)

18% less funds holding

Funds holding: 2823 (-5)

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
23
Holders Change
-5
Holders Change %
-17.86%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$5.23M +$1.62M +174,525 +42%
Renaissance Technologies
2
Renaissance Technologies
New York
$2.8M -$280K -30,199 -9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.53M -$2.54K -274 -0.1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$1.55M -$28.4K -3,064 -2%
WT
5
Whittier Trust
California
$833K
BCM
6
Bridgeway Capital Management
Texas
$791K -$43.5K -4,700 -5%
HSA
7
Hussman Strategic Advisors
Maryland
$553K
Geode Capital Management
8
Geode Capital Management
Massachusetts
$499K +$10.4K +1,121 +2%
WC
9
Winmill & Co
New York
$357K
NIM
10
Needham Investment Management
New York
$276K +$287K +30,977 New
BlackRock
11
BlackRock
New York
$173K +$6.82K +737 +4%
Northern Trust
12
Northern Trust
Illinois
$141K -$796 -86 -0.6%
PCM
13
Perritt Capital Management
Illinois
$91K +$92.6K +10,000 New
Morgan Stanley
14
Morgan Stanley
New York
$59K +$51.9K +5,601 +590%
UBS Group
15
UBS Group
Switzerland
$19K -$15.7K -1,698 -45%
Osaic Holdings
16
Osaic Holdings
Arizona
$15K -$259 -28 -2%
CCM
17
Copeland Capital Management
Pennsylvania
$12K +$361 +39 +3%
ASBI
18
American State Bank (Iowa)
Iowa
$12K
TRCT
19
Tower Research Capital (TRC)
New York
$5K -$1.92K -207 -29%
GWM
20
Geneos Wealth Management
Colorado
$3K
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$1K
HIM
22
Hillsdale Investment Management
Ontario, Canada
-$844K -87,371 Closed
Bank of New York Mellon
23
Bank of New York Mellon
New York
-$709K -73,422 Closed
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
-$234K -24,253 Closed
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
-$162K -16,776 Closed

EDUC Hedge Fund Activity: Q4 2021 in Review

23 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Educational Development Corp (EDUC) for Q4 2021, worth a combined $15.9M — down 8.9% from $17.5M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of EDUC and 2 opened new positions — a net loss of 5 holders — while 9 trimmed existing stakes and 6 added.

The largest buyer was Ameriprise, adding an estimated $1.62M. The largest seller was Hillsdale Investment Management, exiting entirely with an estimated $844K sold.

  • 23 institutional investors held Educational Development Corp (EDUC) as of Q4 2021, down from 28 in Q3 2021.
  • Funds reported $15.9M of Educational Development Corp stock for Q4 2021, down 8.9% quarter-over-quarter.
  • 2 funds opened new Educational Development Corp positions in Q4 2021 and 7 closed out, a net change of -5 holders.
  • The largest Educational Development Corp buyer in Q4 2021 was Ameriprise, an estimated $1.62M added.
  • The largest Educational Development Corp seller in Q4 2021 was Hillsdale Investment Management, an estimated $844K sold.

Based on aggregated 13F filings for Q4 2021.